DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $186,885 | 16 | 2012 | |||||
RAYMOND JAMES INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched 801-100356 · 801-100356 Also on Private Equity | ST PETERSBURG, | $17B | 2 | 30 | 2015 | ||
TRAJAN WEALTH, L.L.C. Registered adviser · RIA / Wealth · matched 801-100392 · 801-100392 Also on Independent Sponsors, Private Equity | SCOTTSDALE, | $2.6B | 44 | 2015 | |||
| $1.2B | 12 | 2022 | |||||
LEAD EDGE CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-100349 · 801-100349 | NEW YORK, | $6.8B | 14 | 2015 | |||
| NEW YORK, | $3.6B | 20 | 2015 | ||||
| FREMONT, | $1.0B | 17 | 2015 | ||||
ARROYO ENERGY INVESTMENT PARTNERS LLC Registered adviser · RIA / Wealth · matched 801-100371 · 801-100371 Also on Independent Sponsors, Private Equity | SPRING, | $2.3B | 12 | 2015 | |||
| DRAPER, | $2.1B | 7 | 2015 | ||||
| SAN FRANCISCO, | $1.5B | 15 | 2015 | ||||
WEALTH DIMENSIONS FAMILY OFFICE, INC Registered adviser · RIA / Wealth · matched 801-100393 · 801-100393 Also on Family Offices | CINCINNATI, | $626M | 7 | 2015 | |||
WM PARTNERS, LP Registered adviser · RIA / Wealth · matched 801-100337 · 801-100337 Also on Independent Sponsors, Private Equity | AVENTURA, | $1.0B | 9 | 2015 | |||
| MILWAUKEE, | $470M | 7 | 2012 | ||||
| · candidate Unsized | Fairway, | $262M | 5 | 9 | 2017 | ||
THE STAGWELL GROUP LLC Registered adviser · RIA / Wealth · matched 801-100341 · 801-100341 Also on Independent Sponsors, Private Equity | MIAMI BEACH, | $1.1B | 1 | 2015 | |||
| OREM, | $306M | 5 | 2011 | ||||
TRADEMARK CAPITAL MANAGEMENT INC. Registered adviser · RIA / Wealth · matched 801-100363 · 801-100363 Also on Independent Sponsors, Private Equity | WATKINSVILLE, | $151M | 2 | 7 | 2015 | ||
SENESCHAL FAMILY OFFICE Registered adviser · RIA / Wealth · matched 801-100396 · 801-100396 Also on Family Offices | TACOMA, | $301M | 3 | 2012 | |||
| $235M | 6 | 2015 | |||||
| SAUSALITO, | $309M | 2 | 1 | 2015 | |||
ECM U.S. INC. Registered adviser · RIA / Wealth · matched 801-100379 · 801-100379 Also on Private Equity | COHASSET, | $456M | 2 | 2015 | |||
ENERGY POWER MANAGEMENT I, LLC Registered adviser · RIA / Wealth · matched 801-100380 · 801-100380 Also on Private Equity, Venture Capital | ALLENTOWN, | $466M | 2 | 2015 | |||
VISION CAPITAL PARTNERS Registered adviser · RIA / Wealth · matched 801-100364 · 801-100364 Also on Family Offices | ANN ARBOR, | $147M | 2 | 2015 | |||
| NEW YORK, | $343M | 1 | 2015 | ||||
| WATERLOO, | $148M | 2 | 2015 | ||||
| $335M | 2015 | ||||||
| WELLESLEY, | $404M | 2015 | |||||
| MENLO PARK, | $245M | 1 | 2012 | ||||
| REDMOND, | $142M | 2 | 2015 | ||||
| LEXINGTON, | $210M | 2012 | |||||
PW PARTNERS CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-100345 · 801-100345 | CHICAGO, | $107M | 6 | 2015 | |||
| SAN FRANCISCO, | $170M | 2 | 2015 | ||||
| NEW YORK, | $155M | 1 | 2015 | ||||
| Racine, | $56.9M | 2025 | |||||
| NEW YORK, | $54.3M | 3 | 2015 | ||||
MMA SECURITIES LLC Registered adviser · RIA / Wealth · matched 801-100377 · 801-100377 Also on Allocators | NEW YORK, | 173 | 2015 | ||||
LLOYD GEORGE MANAGEMENT (HK) LIMITED Registered adviser · RIA / Wealth · matched 801-100353 · 801-100353 | HONG KONG, | $51.9M | 2015 | ||||
LENDINGROBOT Registered adviser · RIA / Wealth · matched 801-100372 · 801-100372 Also on Private Credit | $12.2M | 2 | 1 | 2013 | |||
KENMAR PREFERRED INVESTMENTS, LLC Registered adviser · RIA / Wealth · matched 801-100359 · 801-100359 | NEW YORK, | $31.4M | 2015 | ||||
| $30.8M | 2015 | ||||||
KENMAR GLOBAL INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-100357 · 801-100357 | NEW YORK, | $15.0M | 2015 | ||||
| QUITO, | $9.0M | 2015 | |||||
| · candidate Unsized | Stamford, | 3 | 3 | 2018 | |||
NEW Vista Investment Group, LLC Manager · RE funds · matched 802-100381 Also on RIA / Wealth Management | · candidate Unsized | Inverness, | 2 | 4 | 2024 | ||
| COLUMBUS, | $2.7M | 2015 | |||||
| HAMILTON, | 2015 | ||||||
| 2015 | |||||||
WHIPPOORWILL CAPITAL MANAGEMENT LP Registered adviser · RIA / Wealth · matched 801-100369 · 801-100369 | WHITE PLAINS, | 2015 | |||||
INSTITUTIONAL VENTURE MANAGEMENT XV, LLC Registered adviser · RIA / Wealth · matched 802-100385 · 802-100385 Also on Allocators, Venture Capital | MENLO PARK, | 2026 | |||||
| GREENWICH, | $2 | 2015 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.